Plan5500

Gunn-Mowery Employee Health & Life Plan — Form 5500 plan (Gunn-Mowery LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Gunn-Mowery Employee Health & Life Plan is a benefit plan reported by Gunn-Mowery LLC under EIN 81-0587373 and plan number 502. The latest loaded filing year is 2023. The filing reports 46 participants and $134,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gunn-Mowery LLC
EIN
81-0587373
Plan number
502
Plan type
2
Location
Lemoyne, PA
Latest filing year
2023
Participants
46
End-of-year plan assets
$134,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I, C20240809073729NAL0010479936001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$134,136
Total liabilities (EOY)
$110,980
Net assets (EOY)
$23,156
Net assets (BOY)
$57,008

Income & contributions

Employer contributions
$548,718
Participant contributions
$124,728
Total income / additions
$688,077

Expenses & distributions

Benefits paid
$441,149
Administrative expenses
$2,372
Total expenses
$721,929
Net increase / (decrease)
-$33,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn-Mowery LLCBROKER$11,124not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$7,426not reported in the loaded dataset2023
Capital BluecrossADMIN$2,478not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$2,223not reported in the loaded dataset2023
Young, Oakes, Brown & CoACCOUNTING$13not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN-$106not reported in the loaded dataset2023

Related Form 5500 pages